PARK OHIO HOLDINGS CORP Q4 FY2025 earnings call

• Strong cost management offset demand volatility. • Met debt reduction goal of $40,000,000. • Invested above maintenance capital levels for productivity improvement. • Refinanced senior notes and amended revolving credit agreement. • Invested $12,000,000 in IT and implemented new ERP systems. • Broke ground on new North American distribution center. • Invested in automation in fastener manufacturing. • Won new business in Assembly Components with $40,000,000 incremental annual sales launching in 2026. • Engineered Products had record annual bookings $217,000,000 with backlogs $180,000,000 at Dec 31

Supply Technologies: Fourth quarter sales were $187,000,000 vs $182,000,000 in 2024, operating income increased 31% to $21,000,000; full-year sales $748,000,000 vs $776,000,000 in 2024, operating income $72,000,000. Assembly Components: Fourth quarter sales $92,000,000 vs $90,000,000 a year ago, adjusted operating income stable; full-year sales $381,000,000 vs $399,000,000 last year, adjusted operating income $22,000,000. Engineered Products: Fourth quarter sales approx $116,000,000 in both 2025 and 2024, adjusted operating income decreased to $3,000,000; full-year sales $471,000,000 vs $482,000,000 in 2024, adjusted operating income $17,000,000

• Consolidated revenues expected to grow to $1,675,000,000 to $1,710,000,000, up 5% to 7% from 2025. • Adjusted earnings per share expected $2.90 to $3.20 per diluted share, up 7% to 19% year over year. • EBITDA to range from 8% to 9% of net sales. • Full-year free cash flow to range from $20,000,000 to $30,000,000. • Supply Technologies expects sales growth from recovering end markets and strong segments. • Assembly Components expects sales growth from increased volumes and new business. • Engineered Products expects record revenues from strong backlogs and aftermarket demand

• Demand volatility in industrial end markets due to tariffs and general economic uncertainty. • Delayed new business launches and awards. • Macro economic uncertainty impacting business planning

Q: Thoughts on price vs volume in 2026 sales growth?

A: Pat said price increases small part, majority from production volume; Matt added tactical pricing discussions across business.

Q: General cadence for 2026?

A: Pat said expect similar sales trend in each segment as past.

Q: Top five end markets and percentage?

A: Matt said automotive still biggest but lower than third, Pat said no one end market >15% revenue; Q: China performance last year vs previous?

A: Matt said China good market, focused on successful businesses there